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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Corporate platforms — large incorporated asset managers and groups, not typical local adviser teams.
11,375 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| BEMANAGED CRD 140099 | Grand Rapids, MI | Corporate platform Corporation | $410.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| OGBORNE CAPITAL MANAGEMENT, LLC. CRD 165833 | San Francisco, CA | Corporate platform LLC | $410.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TAYLOR FINANCIAL GROUP, INC. CRD 116744 | Roanoke, VA | Corporate platform Corporation | $410.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MOMENTOUS WEALTH MANAGEMENT, INC. CRD 288429 | Vancouver, WA | Corporate platform Corporation | $409.9M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC CRD 166616 | New York, NY | Corporate platform LLC | $409.9M | 3 advisors | Percentage of AUM | View | |
| VCFA GROUP CRD 160941 | New York, NY | Corporate platform Corporation | $409.6M | 6 advisors | Performance-based fees; PERCENTAGE OF COMMITTED CAPITAL | View | |
| HEFFERNAN ADVISORY, INC. CRD 116771 | Flagstaff, AZ | Corporate platform Corporation | $409.6M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BROADLAKE FINANCIAL MANAGEMENT CRD 105057 | South Burlington, VT | Corporate platform Corporation | $409.6M | 4 advisors | Percentage of AUM | View | |
| FRIDAY FINANCIAL CRD 329748 | Dubuque, IA | Corporate platform Corporation | $409.3M | 6 advisors | Percentage of AUM | View | |
| STERLING INVESTMENT MANAGEMENT, LLC CRD 112923 | Tucson, AZ | Corporate platform LLC | $409.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| TRUE FINANCIAL GROUP CRD 285850 | Cedar Park, TX | Corporate platform LLC | $409.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ROOTED WEALTH ADVISORS CRD 313759 | Bourbonnais, IL | Corporate platform Corporation | $408.8M | 8 advisors | Percentage of AUM | View | |
| PALOUSE CAPITAL MANAGEMENT, INC. CRD 104573 | Spokane, WA | Corporate platform Corporation | $408.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ADVISORY SOLUTIONS GROUP CRD 339919 | Plymouth, MN | Corporate platform LLC | $408.4M | 33 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RANGE FINANCIAL GROUP, LLC CRD 290001 | Tigard, OR | Corporate platform LLC | $408.1M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| REVERE ASSET CRD 152881 | Allen, TX | Corporate platform Corporation | $407.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| NEXUS338 CRD 315250 | Cabin John, MD | Corporate platform Corporation | $407.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KOM WEALTH MANAGEMENT GROUP, LLC CRD 142682 | Appleton, WI | Corporate platform LLC | $407.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAXQ ASSET MANAGEMENT LLC CRD 336560 | Greenwood Village, CO | Corporate platform LLC | $407.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COMPASS FINANCIAL SERVICES CRD 109441 | West Des Moines, IA | Corporate platform Corporation | $407.4M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| J.R. PRUNIER CAPITAL MANAGEMENT LLC CRD 321026 | Holden, MA | Corporate platform LLC | $407.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KEYSTONE FINANCIAL PLANNING, INC CRD 104640 | Westlake, OH | Corporate platform Corporation | $406.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WOMACK WEALTH MANAGEMENT, INC. CRD 146126 | Manhattan Beach, CA | Corporate platform Corporation | $406.9M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENBERG FINANCIAL GROUP CRD 38747 | Tucson, AZ | Corporate platform Corporation | $406.9M | 6 advisors | Percentage of AUM; Fixed fees | View |